See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,149 | $108,172-33.3% | $77,482-6.9% | $158,922-54.6% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 8.10% | 31.67%-23.6pp | 54.79%-46.7pp | 302.83%-294.7pp |
| Employer contribution / active EE | $273 | $1,325-79.4% | $986-72.3% | $4,761-94.3% |
| Participant deferral / active EE | $847 | $2,456-65.5% | $1,861-54.5% | $5,982-85.8% |
| Admin fee / account holder | $26,242 | $3,708+607.8% | $2,858+818.3% | $11,246+133.3% |